Jeffrey Morgan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Stern, Kory, Sreden And Morgan, An Accountancy Corporation
  Stevenson Ranch, CA
• 10/2023 → 09/2025
  Avantax Advisory Services
  Stevenson Ranch, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-12-12 → 2025-09-05
  Avantax Advisory Services
  Stevenson Ranch, CA

Other Businesses

STERN, KORY, SREDEN AND MORGAN, AN ACCOUNTANCY CORPORATION POSITION: Tax Manager NATURE: Income tax preparation, financial statement preparation, tax planning, consulting,accounting & bookkeeping. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/04/2016 ADDRESS: 24961 The Old Road, 2nd Floor, Stevenson Ranch CA 91381, United States DESCRIPTION: Prepare income tax returnsReview income tax returnsManage clientsTrain staffTax research

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-12

Other Names

• Jeff Morgan
• Jeffrey D Morgan
• Jeff D Morgan
• Jeff David Morgan
• Jeffrey David Morgan